Unclaimed Profile

Roman Michael Frenkel

CV ADVISORS LLC·AVENTURA, Florida

Clean recordCV ADVISORS LLC

19495 BISCAYNE BOULEVARD, AVENTURA, FL 33180CRD# 4320990Firm CRD# 164817

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Roman Michael Frenkel · AVENTURA, FL

Registration

CRD #4320990 · CV ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Roman Michael Frenkel is a registered financial advisor based in AVENTURA, Florida, affiliated with CV ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

Speak with Roman

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Roman is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

CV ADVISORS LLC

AUM

$9.7B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CV ADVISORS LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4320990

Firm CRD# 164817

View on FINRA BrokerCheck →

Looking for a financial advisor in AVENTURA?

Browse all registered financial advisors in AVENTURA, Florida or claim this profile if it's yours.

Browse AVENTURA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Roman Michael Frenkel offer?

Roman Michael Frenkel specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in AVENTURA, Florida for a consultation.

What are Roman Michael Frenkel's credentials?

Roman Michael Frenkel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Roman Michael Frenkel located?

Roman Michael Frenkel is based in AVENTURA, Florida, working with CV ADVISORS LLC. Their office serves clients in the AVENTURA metropolitan area and surrounding communities.

How does Roman Michael Frenkel charge for services?

Roman Michael Frenkel's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CV ADVISORS LLC?

CV ADVISORS LLC has approximately 56 employees and manages $9.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →